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Item Maintenance - Sales tab

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Use the Sales tab to view sales of stock items by business unit.
 

 

 

 Opening the Sales tab

To open the Sales tab:

  1. Select Module > Sales > Item Maintenance from the main menu.
    The Set Item Search Criteria window is displayed.
    Tip: You can also access the Sales functions by clicking  .
  2. Select the item. See Searching for items (on page ).
    The Item tab of the Item Maintenance window is displayed.
  3. Click the Sales tab.
    The Sales tab of the Item Maintenance window is displayed.
  4. Select the business unit you are viewing sales for.
    Note: You only need to select the business unit if stock is maintained in separate business units at your organisation.


Item Maintenance - Sales tab key fields and buttons

Fields

Field

Description

Business Unit

Select the business unit to view sales for the selected item.
To configure business units, see the Synergetic Financial Configuration - Business Units tab in the Finance manual.

Charged Sales

Select to display sales that have been closed off.

Un-charged Sales

Select to display sales that have not been closed off.

Grid area fields

Field

Description

Pay Mthd

Method of payment for the sale of the stock item. This is usually cash, credit, cheque, general ledger or debtor invoice.

Chg ID

Synergetic identifier of the debtor charged for the sale of the selected item.

Name

Name of the debtor charged for the sale of the selected item.

Cust ID

Customer identifier and name of the community member you sold the selected stock item to.
The customer details are always displayed; however the debtor details are only displayed if the debtor was charged for the sale.

Name

Name of the community member you sold the selected stock item to.

Date

Date of the sale.

Business Unit

Business unit the item was sold from.

Qty

Number of items sold.

Unit Price

Price per unit for the item.

Tax Code

Code for the tax treatment for this item.

Tax Amt

Amount of tax calculated based on the unit price, quantity and tax code.

Disc

Discount amount based on the percentage or dollar amount applied to the stock item.

Ext Price

Price for the number of this stock item being bought in this transaction, after discount.

Ext Cost

Wholesale cost of the sale.

Oride Description

Description of item sale.

Charged

Identifies whether the sale has been processed via the sales close off.

Sale Seq

Unique identifier used by Synergetic for the sale.

Line

Line number within the sale. For example, line 2 is the second lot of goods in the sale.

Operator

Operator who conducted the sale.

Buttons

Button

Description

Launch into Debtor Maintenance for the highlighted sale, if the sale was charged to a debtor.
See Maintaining debtors in the Debtors manual.

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